Alma
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1818 results found
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Improve financial forecasting of subscriptions
It would nice to have more functionality in terms of subscription financial forecasting.
Although we can roll over subscriptions with a blanket % increase, we would like to be able to input and overwrite this where we know price increases will differ.
In addition, where we know the increases for multi-year agreements, these can all be set in advance, allowing for more accurate encumbrance figures.
45 votes -
Re-linking invoice lines from old orders to new orders.
Currently we are unable to re-link invoices from old orders over to new orders, it would be most helpful if Alma was capable of doing this.
22 votes -
Add check-out function to Alma mobile
I think it would be useful to add the check-out function to Alma mobile. Sometimes the circulation desk is busy so it would be helpful if library staff could check-out books for users from a mobile device.
50 votes -
Ability to customize Discovery display labels for work orders down to the status level
For Discovery display labels (labels in Primo), all work order types (fulfillment, bindery, and acquisitions) are controlled through the following two customizations:
1) c.uresolver.getit2.itemlist.status.WORKORDERDEPARTMENT.
withexpected_date In process of {0} until {1} (where 0=Work Order Type, and 1=Work Order Days to Process)2) c.uresolver.getit2.itemlist.status.WORKORDERDEPARTMENT.
withnoexpecteddate In process of {0} (where 0=Work Order Type)So, currently, we cannot customize down the the statuses setup (local to us) under the work order departments, but this would be helpful to do. For instance, we have fulfillment work orders with a status of Trace Requested,…
56 votes -
Records in 'Find and Manage Users' should appear while editing borrowing requests
When editing Request Attribute in Resource Sharing Borrowing Requests, there is a 'select from a list' button next to the Requester field. Upon clicking the button, however, 'No records were found' message comes up. Therefore, in order to find and manage users matching the value, it is necessary to run another search within the 'Find and Manage Users' window. We believe that it will be a lot more time-efficient for ILL staffs if the user records appear right away upon clicking the 'select from a list.'
33 votes -
Activate recalls by user group
Allow libraries to modify recall rules based on each user group.
Currently recalls can be turned on or all for all user groups only. It would be beneficial for many libraries, especially academic, to be able to modify recall rules by user group. As an academic institution, we would like the ability to allow certain patron groups to recall books, but block recalls by our visitor and community patrons, or patrons at other institutions. This would help prevent situations where a student working on a project or thesis from having their books recalled by a visitor patron who would like…
54 votes -
Ability to edit a location instead of creating a new one
We are aware that this is a fulfillment configuration, but it is one which causes problems with acquisitions.
We would like the ability to 'edit' existing location codes that would automatically update everything within those locations to the new location, including holdings, items, and PO lines...rather than having to create new locations and move things before deleting the old location.
This would eliminate the problems with "change physical items" jobs that don't change locations for things with no items attached (common with serials).
This would also eliminate the problem of POs becoming unlinked from holdings when a location is changed.…
80 votes -
Make the focus and displayed function configurable
in the Function "Fulfillment" - " manage user services" - "Patron services" - "submit request"
a popup screen is shown "Submit request". After select a title there are 4 action buttons:
"Patron Physical", "Booking", "Cancel", "Digitization"
(in this order).- Please put the Action "Cancel" at the first or last (better) place!
- Can we configure which buttons are shown (Digitazation, and Booking we not offer as a service)
- the action button "Digitazation" is the prefered action (focus is on that function), can we configure which action is the prefered action?
Michael Voss (HUB)
18 votes -
Initial Allocated Amount
Currently in Alma, the Initial Allocated Amount for an allocated fund is e.g. 1,000.00 ZAR. When an amount from this Initial Allocation e.g. 100.00 ZAR is transferred to another fund,
the 100.00 ZAR gets deducted from the Initial Allocated Amount of 1,000.00 ZAR and is now 900.00 ZAR.In Aleph, the amount was transferred, yet the Allocated Amount remained the same, which is correct.
When running reports on the Initial Allocated Amount in Alma, the adjusted 900.00 ZAR for the Initial Allocated Amount does not give a correct indication of the amount originally allocated from the institutional budget.
16 votes -
Report on empty viewit screens and better link resolver usage reports
I would like to be able to report on empty viewit screens.
Currently the link resolver usage area is not so useful, missing the openurl itself, and limiting the data that is being reported to very few request metadata elements.
Im missing, in addition to the openurl, the date/vol/issue details as well as request article title and book titles.
My goal is to be able to use these reports in order to analyze problem points - currently I'm missing crucial data that will help me analyze problems.
63 votes -
Automatically populate date and end time in booking request form
When placing a booking in Alma or Primo you need to choose a starting date then a starting hour followed by a starting minute. You then need to choose an end date then an ending hour and an ending minute. This is a lot of clicks to place one booking.
It would be nice if the end date, hour and time could be automatically populated based on the Terms of use of the item (so if the loan period is 2 hours and the start time is 2:30 then the end time could be automatically populated to say 4:30). If…
42 votes -
Adding 'citation type' to the facet in Resource Sharing Borrowing/Lending Request
Though I can distinguish book and article using other facets such as requested form, I think that citation type(book/article)is going to be more intuitive and useful. In addition, because I found it possible to use citation type as a facet in Acquisitions, including it in Resource Sharing is also proper considering coherence or unity of facets. I hope it is added soon.
32 votes -
Add the ability to manually sort physical item records within a location
The current physical item sorting options mean that in many cases records cannot be sorted into the correct order. Adding to the existing automated sorting options will help in some cases but not in others.
The only way to be certain that item records can be correctly sorted is to add the ability to manually sort physical items within a particular location (i.e. that are linked to a particular holdings record).
Use cases abound. For instance, this is the only way that volumes designated as new ser. v. (or new ser no.) can be sorted to appear after volumes designated…
39 votes -
Make the SAVE button more prominent on the Invoice Screen
I have had a suggestion from my staff to make the SAVE button on the invoice screen more prominent. We have several workflows where one person puts an invoice in review and then it is checked by a second person before moving to In Approval. We have discovered that the incidences of someone hitting SAVE & CONTINUE rather than SAVE in the new Alma interface has increased. When we looked at the old interface versus the new, we discovered that that SAVE is now white and much fainter. At least having it the same color or size I think would…
26 votes -
Combining multiple itemized sets
We'd really like the ability to flag multiple sets to be combined to create a single combined set. Several times we've wanted to do this to facilitate data analysis (e.g. on sets created logging weekly data loads), but it's far too time-consuming to combine them two at a time!
19 votes -
Initiate consortium fulfillment requests for items in another institution from Alma
In our consortium, we would like to be able to place requests for items in other institutions on behalf of our patrons in Alma.
Scenario: a patron (dean, faculty member, etc) calls the circulation desk asking if an item is owned by the library. Circ operator searches Alma and finds the item in a consortium library. Circ operator SHOULD be able to request item in Alma from the patron's record. Right now, circ operator has to tell the patron to search Primo and request on his or her own.
268 votes -
Display logic rules should work on Primo users NOT logged in
Display logic rules currently only work if a user logs in Primo. Also, the rules only work to hide a service (not show a service). Also, Primo New UI does not allow forcing users to log in.
So, we have a scenario where we want CCC Get It Now articles to display only for our Faculty user group. However, the article links are displaying to everyone (guest) - until the user logs in and then the links are hidden for everyone except our faculty. Because everyone starts out in Primo as guest, this defeats the purpose of the rule.
Another…
64 votes -
Electronic collections - let notes tab show active for functional notes
When viewing electronic collection/service/portfolio records, the note tab does not show active - a blue triangle in new UX - when content has been added to the functional notes - authentication and/or public. I understand that currently the content indicator "turns on" when content is added via the "Add Note" feature but it would help workflow if staff did not have to click the notes field to discover if authentication or public notes had been added to either collection, service or portfolio editor. Let the notes tab show active whether the notes are functional or internal.
31 votes -
Add "Edit" button to item records from viewing, like holdings and bib records have.
When viewing bib and holding records, there is a link to edit mode that takes you into the metadata editor. If you are viewing an item record and realize that you would like to change it, you have to cancel, go back to the list of items, and then select edit from the action menu.
It would be handy to have an edit button on item record when viewing it, even though that isn't in the metadata editor.
It would be handy to have this feature in MANY other fields--there are lots of times when I click on something in…33 votes -
Enable 'recall' option on individual work orders
At present work order types can be set to recall items or not.
It would be useful to have this as an option for individual work orders (much as 'do not pick from shelf' is an option).
This would make work orders more versatile and save having two work order types ('recall' and 'no recall') for essentially the same process.
25 votes
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